See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $21,591 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,128 | $69,010+21.9% | $159,960-47.4% | $68,494+22.8% |
| Participation rate | 97.8% | 65.4%+32.3pp | 78.0%+19.8pp | 67.9%+29.9pp |
| Annual return | -14.88% | -9.65%-5.2pp | 408.60%-423.5pp | -7.84%-7.0pp |
| Employer contribution / active EE | $2,686 | $2,213+21.4% | $4,226-36.4% | $2,596+3.5% |
| Participant deferral / active EE | $5,767 | $4,212+36.9% | $6,182-6.7% | $4,027+43.2% |
| Admin fee / account holder | $181 | $4,798-96.2% | $8,698-97.9% | $5,403-96.6% |